Pamela
Pitts

Lpl Financial LLC

CRD#1689428
Investment Advisor
in Collierville, TN

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About this Advisor

Pamela Pitts is a financial advisor based in Collierville, Tennessee, working with Lpl Financial LLC. Pamela has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Pamela Pitts, National Association Of Women Business Owners, Indie Memphis, The Consortium Mmt, Colors Agency, Black Lens Production, Financial Planning Association Of Greater Memphis, and Lpl Financial LLC. Pamela has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Tennessee and Texas. Currently, Pamela is part of Lpl Financial LLC, which operates out of Collierville, Tennessee. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

3725 Hwy 196 S
Collierville, TN 38017

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

TN Average: $646,059,043
Total Number of Employees

35,841

TN Average: 13
Total Number of Accounts

1,910,545

TN Average: 661
Average Account Size

$242,588

TN Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Pamela Pitts Work History

2021 - Present (3 years)

Lpl Financial LLC

2020 - 2021 (1 year)

The Consortium Mmt

2020 - 2021 (1 year)

Colors Agency

2020 - 2021 (1 year)

Black Lens Production

2020 - 2021 (1 year)

Financial Planning Association Of Greater Memphis

2017 - 2019 (2 years)

Indie Memphis

2016 - 2021 (5 years)

Indie Memphis

2015 - 2016 (1 year)

National Association Of Women Business Owners

2011 - 2021 (10 years)

Waddell & Reed, Inc

2011 - 2021 (10 years)

Various Isnurance Carriers For W&R Insurance Agencies

2008 - 2021 (13 years)

Pamela Pitts

Disclosures

Please visit the SEC profile of Pamela Pitts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jason Baucom
Las Vegas, NV
Darrin Bollenbacher
Lebanon, OH
Eric Montgomery
Fort Mill, SC
John Dardis
Metairie, LA
Steven Cairns
Fort Mill, SC
Patrick Lee
Las Vegas, NV

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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